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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $49,475 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,816 | $36,700+3.0% | $171,082-77.9% | $63,975-40.9% |
| Participation rate | 74.3% | 61.5%+12.8pp | 76.7%-2.4pp | 71.1%+3.2pp |
| Annual return | 9.81% | 12.80%-3.0pp | 32.56%-22.7pp | 48.65%-38.8pp |
| Employer contribution / active EE | $1,128 | $1,210-6.8% | $4,002-71.8% | $2,182-48.3% |
| Participant deferral / active EE | $3,872 | $2,696+43.6% | $4,797-19.3% | $3,356+15.4% |
| Admin fee / account holder | $12 | $68-82.0% | $8,520-99.9% | $70-82.8% |